Managing Members

Last updated November 9, 2025Published November 4, 2025

Once people join, keep the roster tidy so only the right folks have access.

Change Roles

  1. Go to Workspace Settings → Workspace.
  2. Click a member’s row, choose a new role, and save.
  3. Only Admins can change roles (Owners need the Admin role to do it).

Promote when someone needs to manage connectors; demote when responsibilities change.

Remove Someone

  1. Open their member record.
  2. Click Remove Member (or Leave Workspace if it’s your own account).
  3. Confirm.

Admins can remove Users/Admins/Owners as long as at least one Owner remains. Owners can remove themselves.

Quick Habits

  • Review the roster monthly to remove ex-teammates.
  • Keep at least two Owners for redundancy.
  • If you’re unsure about permissions, drop someone to User—you can always promote later.